The Firm (draft)

Grow With Us

 
 
 
 
 

Bridgehouse Asset Managers is an independent platform for products from investment managers with deep institutional roots. Through financial advisors, we aim to help Canadians build their long-term wealth by following sound investing principles. Bridgehouse develops product and value-added tools and CE-accredited training to help advisors build stronger ties with clients and maximize the benefits of the financial advice relationship. Our end-goal is to help investors make informed decisions and achieve their long-term financial goals.

Looking to join our platform?

If your investment firm is seeking to do any of the following in Canada, the Bridgehouse Independent Platform could be the solution for you:

  • Build your business in Canada without additional costly overhead & challenging your investment focus

  • Access a specific target market of investors under your own brand name

  • Explore partnerships, collaborations & other business-building opportunities

We would be happy to speak with you.

Carol Lynde
President and Chief Executive Officer
416.306.5724
carol.lynde@bridgehousecanada.com

Matt Brundage
SVP, Product Management & Strategic Development
416.306.5748
matthew.brundage@bridgehousecanada.com

The Bridgehouse Independent Platform

  • For more than 20 years, we’ve partnered with leading worldwide investment managers to help Canadians achieve their long-term financial goals by following sound investing principles

  • Our team prides themselves on servicing dealerships, financial
    advisors and institutions across the country – helping clients
    make informed decisions

  • We offer portfolio components for client results spanning multiple asset classes and styles that are available in: mutual funds, institutional pooled funds & on SMA/UMA platforms

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Value-Added Tools & Support

  • We develop value-added tools & CE-accredited training to help advisors build stronger ties with clients & maximize the benefits of the financial advice relationship

  • Our current programs include:

    Mental Health & The Financial Advice Relationship: tools & strategies to help advisors encourage investor well-being

    Train the Investor Brain: resources & techniques to help overcome common investor misperceptions

    Top Managers Talk webcasts: CE-accredited training with an investment focus

  • We provide advisors with secure online access to key fund, advisor & account data through eAdvisor/iFast Web PLUS

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